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Welcome to the Planning Library!

AS A MEMBER, YOU GET IMMEDIATE ACCESS TO TOOLS TO HELP YOU:
Attract the very best clients, create balance in all aspects of your business, stay up-to-date on event industry trends, and grow and scale your business to 6+ figures.
Keep an eye on your inbox for additional member benefits.

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Members Only
Quarterly Webinar Series

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Fillable Quote Template
Send clean, professional quotes with this customizable, fillable template.
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Customer Acquisition Checklist
Explore different channels and opportunities to increase your customer count.
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VISION BOARD
Get creative while prioritizing life goals and you'll be moving toward them in no time!
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DAILY PLANNER SAMPLER PACKET
Download this Ms. Alexis guest planner for daily organization and spiritual peace. 
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NOTE PACK
Tri-pack of templates for taking notes the way you like - lines, grids, or dots.
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WEEKLY PLANNER TEMPLATE
Get organized with this handy, productive weekly planner. 
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MARKETING CHECKLIST
The checklist and tips to stay on track for event marketing, from branding to surveys.
New Client Template
NEW CLIENT INFORMATION FORM
Capture the basic info you need to set up your new client. 
3 Bid Template
3-BID SUPPLIER COMPARISON
Track and compare supplier proposals to get the best deal every time. 
Event Workplan Template
EVENT WORKPLAN
Stay up-to-date on your event planning to-dos, milestones, start dates, and deadlines.
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Innovation Pro Tips
Get creative & discover opportunities with these pro tips for thinking outside the box.
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Self-Care Checklist
Reconnect, discover outlets, and find balance with this easy self-care checklist.
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PRODUCTIVITY HACKS
Get motivated with these key productivity hacks for any task.
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EASY BUDGET TRACKER
Stay on top of income and expenses with this easy to use, monthly budget tracker. 
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THE ORGANIZED QUARTER
Customizable online or printable planner to make next year a success. 
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DAILY PLANNER TEMPLATE
Start each day off right with a productive, personalized daily planner. 
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EVENT REGISTRATION FORM
Get the details on how the client wants to promote and collect registrations.
Project Scope Template
PROJECT SCOPE
Identify event goals, dates, times, projected attendance, and more - all in one place.
PO Template
PURCHASE ORDER
Keep track of your service or equipment orders to better manage your expenses.
Change Order Form Template
CHANGE ORDER FORM
Track, manage, and request approval for changes to your contract during the project.
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Interview Sheet
Focus your interview on impactful questions and takeaways that matter most. 
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Meeting Notes Template
Say goodbye to unproductive meetings! Get the pertinent info and clear action items.
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DAILY GRATITUDE JOURNAL
Start or end each day with peace and gratitude for a fruitful and centered life.
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BUSINESS PLAN CHECKLIST
Create a winning business plan with this easy checklist.
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MONTHLY PLANNER TEMPLATE
Organize your year, prioritize deadlines, and celebrate achievements. 
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SPONSORSHIP REQUEST LETTER
Request support for your event with a professional and engaging letter. 
New Client Template
TRAVEL BOOKING FORM
Collect all necessary travel information.
Vendor RFP Template
VENDOR REQUEST FOR PROPOSAL
Standardize your RFP process to ensure vendors get important event info.
Project Time Sheet Template
PROJECT TIME SHEET
Track your team and staff hours worked with a professional project timesheet.
Customer Satisfaction Template
CUSTOMER SATISFACTION SURVEY
Get important feedback and testimonials from event attendees. 
DON'T SEE EXACTLY WHAT YOU NEED?

Click the Link Below to Suggest Tools & Templates You’d Like to See Added to the Library

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